I want to show all open orders from previous month in a dashboard matrix

[Anonymous]

Hello,

I am new to Power BI. I have a table with below columne

• Customer
• Date: (month-year)
• Open Orders
• Fulfilled Orders

I want to create a matrix in my dashboard to show the open orders for each customer for previous month

so in Feb, I want to only show open orders from Jan for that customer

Customer	Month	Open Orders	Fulfilled Orders
A	Jan-20	0	3
A	Feb-20	3	5
A	Mar-20	2	10
A	Apr-20	5	10
B	Jan-20	0	5
B	Feb-20	4	6
B	Mar-20	8	10
B	Apr-20	20	80

So for March I want to show below matrix

Customer	Feb-20
A	3
B	4

Is it possible?

[amitchandak]

 prefer using datesmtd and totalmtd with date calendar. Make sure you have date calendar

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))

last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)),
Date[Date]<date(year(today()),month(today())-1,day(today())))

last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
last year MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH))))
last year MTD Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

[Tahreem24]

@Anonymous ,

You can try below DAX measure to get your expected result:

Prev_Month_Open_Order = CALCULATE(sum('Table'[OpenOrder]),PREVIOUSMONTH('Table'[DateColumn]))

But, make sure that you have proper date column in Date format to get the expected result.

Don't forget to give thumbs up 👍 and accept this as a solution if it helped you.

[v-lili6-msft · Accepted solution]

hi  @Anonymous 

You could use time intelligence function PREVIOUSMONTH or DATEADD to get it easily.

https://docs.microsoft.com/en-us/dax/previousmonth-function-dax

https://docs.microsoft.com/en-us/dax/dateadd-function-dax

and to get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions

PREVIOUS MONTH Data = CALCULATE(SUM('Table'[Open Orders]),PREVIOUSMONTH('Date'[Date]))

PREVIOUS MONTH Data 2 = CALCULATE(SUM('Table'[Open Orders]),DATEADD('Date'[Date],-1,MONTH))

Result:

and here is sample pbix file, please try it.

Regards,

Lin

[Greg_Deckler]

So, generally you would use PREVIOUSMONTH for that. But, if the time intelligence functions vex you, See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

[Anonymous]

I will check it out, thanks Greg